Foundations Investment Advisors, LLC: 13F holdings
CIK 17434042026Q2
| Positions | 1,198 |
|---|
| Reported value | $9.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 1,198 (+45 vs prior quarter) |
|---|
| Reported value | $9.7bn (+20.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 490,520 | $367.3m | 3.8% |
| IWF ISHARES TR | 2,410,689 | $331.5m | 3.4% |
| IVE ISHARES TR | 1,225,561 | $278.3m | 2.9% |
| SOXX ISHARES TR | 364,192 | $233.4m | 2.4% |
| IUSB ISHARES TR | 4,994,324 | $230.5m | 2.4% |
| DYNF BLACKROCK ETF TRUST | 2,970,337 | $202.0m | 2.1% |
| HORIZON FDS | 9,388,555 | $194.8m | 2.0% |
| NVDA NVIDIA CORPORATION | 900,603 | $180.2m | 1.9% |
| XLC SELECT SECTOR SPDR TR | 1,602,607 | $171.7m | 1.8% |
| AAPL APPLE INC | 469,893 | $136.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1743404")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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